CSX Corp
CSX- Exchange
- Nasdaq
- Industry
- Railroads, Line-Haul Operating
- SEC CIK
- 0000277948
In the last 90 days, CSX Corp insiders filed 0 open-market purchases and 2 sales; 1,998 institutions reported holding it in 13F filings for Q2 2026, worth $69.9B in total; Markel Group is the only superinvestor holding it.
13F holders, Q1 2023
Institutional positions in CSX Corp as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,502
- +15 vs. Q4 2022
- Shares held
- 1.50B
- −19.6M (−1.3%) vs. Q4 2022
- Total value
- $45.0B
- −$1.94B (−4.1%) vs. Q4 2022
- New holders
- 134
- 492 more added
- Sold out
- 119
- 567 more reduced
30 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CSX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,998 | $69.9B |
| Q1 2026 | 1,876 | $59.6B |
| Q4 2025 | 1,815 | $52.8B |
| Q3 2025 | 1,740 | $48.9B |
| Q2 2025 | 1,699 | $45.9B |
| Q1 2025 | 1,668 | $41.6B |
| Q4 2024 | 1,725 | $47.3B |
| Q3 2024 | 1,672 | $49.0B |
| Q2 2024 | 1,662 | $47.8B |
| Q1 2024 | 1,694 | $53.5B |
| Q4 2023 | 1,669 | $49.9B |
| Q3 2023 | 1,546 | $44.7B |
| Q2 2023 | 1,581 | $50.5B |
| Q1 2023 | 1,502 | $45.0B |
| Q4 2022 | 1,517 | $47.1B |
| Q3 2022 | 1,443 | $41.5B |
| Q2 2022 | 1,480 | $46.2B |
| Q1 2022 | 1,572 | $60.6B |
| Q4 2021 | 1,552 | $61.4B |
| Q3 2021 | 1,369 | $49.0B |
| Q2 2021 | 1,384 | $52.7B |
| Q1 2021 | 1,382 | $54.2B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meiji Yasuda Life Insurance Co | 29,552 | $885.0K | 0.02% | −2,454−7.7% | Reduced |
| Vista Investment Management | 29,614 | $886.6K | 0.47% | 00.0% | Unchanged |
| First National Bank of South Miami | 29,628 | $887.1K | 0.71% | 00.0% | Unchanged |
| IFP Advisors, Inc | 13,593 | $889.5K | 0.04% | −83,486−86.0% | Reduced |
| Intellectus Partners, LLC | 29,719 | $889.8K | 0.28% | +3,160+11.9% | Added |
| Symmetry Partners, LLC | 29,885 | $895.0K | 0.05% | 00.0% | Unchanged |
| Harbor Advisors LLC | 30,000 | $898.2K | 0.21% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 30,117 | $901.7K | 0.49% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 30,122 | $901.9K | 0.67% | −193−0.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 30,240 | $905.4K | 0.64% | −200−0.7% | Reduced |
| Jacobi Capital Management LLC | 30,243 | $905.5K | 0.11% | −1,453−4.6% | Reduced |
| PBMares Wealth Management LLC | 30,274 | $906.4K | 0.34% | +20.0% | Added |
| VELA Investment Management, LLC | 30,299 | $907.2K | 0.41% | +13,763+83.2% | Added |
| SkyOak Wealth, LLC | 30,400 | $910.2K | 0.28% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 30,455 | $911.8K | 0.03% | −1,847−5.7% | Reduced |
| Systematic Financial Management LP | 30,600 | $916.2K | 0.03% | 00.0% | Unchanged |
| Engrave Wealth Partners LLC | 29,746 | $919.2K | 0.31% | −142−0.5% | Reduced |
| Biltmore Wealth Management, LLC | 30,858 | $923.9K | 0.37% | −3,324−9.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 31,206 | $934.0K | 0.67% | +31,206 | New |
| Wealthspire Advisors, LLC | 31,270 | $936.2K | 0.02% | −6,097−16.3% | Reduced |
| Essex Financial Services, Inc. | 31,444 | $941.4K | 0.10% | +2,611+9.1% | Added |
| Stony Point Wealth Management Inc. | 31,459 | $941.9K | 0.49% | −1,295−4.0% | Reduced |
| Sage Investment Advisers LLC | 31,510 | $943.4K | 1.26% | 00.0% | Unchanged |
| Ostrum Asset Management | 31,894 | $954.9K | 0.08% | +31,894 | New |
| Sawgrass Asset Management LLC | 31,897 | $955.0K | 0.12% | 00.0% | Unchanged |
| Washington Trust Co | 32,143 | $962.4K | 0.04% | −40−0.1% | Reduced |
| Wellington Shields & Co., LLC | 32,230 | $965.0K | 0.22% | +2,100+7.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 32,315 | $967.5K | 0.03% | +680+2.1% | Added |
| WealthBridge Capital Management, LLC | 32,601 | $976.1K | 0.39% | +201+0.6% | Added |
| StoneX Group Inc. | 32,939 | $986.2K | 0.11% | +2,767+9.2% | Added |
| Midwest Financial Group LLC | 33,285 | $997.0K | 0.92% | +33,285 | New |
| Cullen Capital Management LLC | 33,448 | $1.00M | 0.01% | +33,448 | New |
| Lido Advisors, LLC | 33,485 | $1.00M | 0.01% | −56,745−62.9% | Reduced |
| Valmark Advisers, Inc. | 33,630 | $1.01M | 0.02% | +390+1.2% | Added |
| Veriti Management LLC | 33,697 | $1.01M | 0.12% | −1,710−4.8% | Reduced |
| E. Ohman J:or Asset Management AB | 33,900 | $1.01M | 0.04% | −4,000−10.6% | Reduced |
| Citizens Financial Group Inc | 34,059 | $1.02M | 0.04% | −701−2.0% | Reduced |
| Thoroughbred Financial Services, LLC | 34,225 | $1.02M | 0.15% | −1,107−3.1% | Reduced |
| Harbor Investment Advisory, LLC | 34,252 | $1.03M | 0.15% | −1,583−4.4% | Reduced |
| Terra Nova Asset Management LLC | 34,264 | $1.03M | 1.01% | +77+0.2% | Added |
| Integrated Wealth Concepts LLC | 34,402 | $1.03M | 0.02% | +6,122+21.6% | Added |
| Boyd Watterson Asset Management LLC | 34,495 | $1.03M | 0.42% | +51+0.1% | Added |
| Country Club Bank | 35,114 | $1.04M | 0.09% | −2,600−6.9% | Reduced |
| Community Trust & Investment Co | 34,650 | $1.04M | 0.09% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 35,032 | $1.05M | 0.11% | −218−0.6% | Reduced |
| Weil Company, Inc. | 35,200 | $1.05M | 0.48% | 00.0% | Unchanged |
| First Hawaiian Bank | 35,204 | $1.05M | 0.04% | +859+2.5% | Added |
| Private Trust Co NA | 35,359 | $1.06M | 0.14% | +5,814+19.7% | Added |
| Western Wealth Management, LLC | 35,734 | $1.07M | 0.10% | −574−1.6% | Reduced |
| Pitcairn Co | 35,759 | $1.07M | 0.10% | +308+0.9% | Added |
| Verus Financial Partners, Inc. | 34,288 | $1.07M | 0.15% | 00.0% | Unchanged |
| Appleton Partners Inc | 35,878 | $1.07M | 0.10% | −753−2.1% | Reduced |
| Linscomb & Williams, Inc. | 35,911 | $1.08M | 0.06% | −201−0.6% | Reduced |
| Hunter Perkins Capital Management, LLC | 36,000 | $1.08M | 0.25% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 36,090 | $1.08M | 1.11% | −1,400−3.7% | Reduced |
| Sovereign Financial Group, Inc. | 36,164 | $1.08M | 0.40% | +854+2.4% | Added |
| Chatham Capital Group, Inc. | 36,216 | $1.08M | 0.24% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 36,600 | $1.10M | 0.55% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 37,693 | $1.10M | 0.23% | +4,020+11.9% | Added |
| DFPG Investments, LLC | 37,010 | $1.11M | 0.12% | +959+2.7% | Added |
| Lindbrook Capital, LLC | 37,331 | $1.12M | 0.13% | −3,916−9.5% | Reduced |
| Pinnacle Financial Partners Inc | 37,564 | $1.12M | 0.03% | −427−1.1% | Reduced |
| Sheets Smith Wealth Management | 37,578 | $1.13M | 0.17% | +120.0% | Added |
| Spirit of America Management Corp | 37,600 | $1.13M | 0.25% | −4,925−11.6% | Reduced |
| Nations Financial Group Inc, | 37,638 | $1.13M | 0.12% | +434+1.2% | Added |
| Traynor Capital Management, Inc. | 37,726 | $1.13M | 0.17% | +2,321+6.6% | Added |
| Tokio Marine Asset Management Co Ltd | 37,821 | $1.13M | 0.08% | +4,482+13.4% | Added |
| SkyView Investment Advisors, LLC | 37,862 | $1.13M | 0.27% | +3,923+11.6% | Added |
| Decatur Capital Management, Inc. | 38,218 | $1.14M | 0.86% | −7,198−15.8% | Reduced |
| Weatherly Asset Management L. P. | 38,260 | $1.15M | 0.15% | −395−1.0% | Reduced |
| GWM Advisors LLC | 38,569 | $1.15M | 0.01% | −6,085−13.6% | Reduced |
| Vaughan David Investments LLC | 38,600 | $1.16M | 0.03% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 39,302 | $1.18M | 0.08% | 00.0% | Unchanged |
| Centiva Capital, LP | 39,431 | $1.18M | 0.07% | −16,700−29.8% | Reduced |
| Coldstream Capital Management Inc | 39,469 | $1.18M | 0.04% | +468+1.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 39,647 | $1.19M | 0.60% | −536−1.3% | Reduced |
| Conway Capital Management, Inc. | 39,850 | $1.19M | 0.98% | 00.0% | Unchanged |
| JT Stratford LLC | 39,851 | $1.19M | 0.34% | +1,166+3.0% | Added |
| Park Avenue Securities LLC | 39,882 | $1.19M | 0.02% | +5,834+17.1% | Added |
| Ballentine Partners, LLC | 40,140 | $1.20M | 0.03% | −346−0.9% | Reduced |
| Symphony Financial, Ltd. Co. | 40,809 | $1.20M | 0.31% | +1,185+3.0% | Added |
| Reynders McVeigh Capital Management, LLC | 40,360 | $1.21M | 0.08% | +900+2.3% | Added |
| First National Bank Sioux Falls | 40,500 | $1.21M | 0.84% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 40,500 | $1.21M | 0.06% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 40,639 | $1.21M | 0.01% | −133,235−76.6% | Reduced |
| Kanawha Capital Management LLC | 40,687 | $1.22M | 0.12% | −1,266−3.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 40,740 | $1.22M | 0.14% | −51,976−56.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 40,800 | $1.22M | 0.45% | +303+0.7% | Added |
| Clifford Swan Investment Counsel LLC | 40,807 | $1.22M | 0.05% | +2,068+5.3% | Added |
| Federated Hermes, Inc. | 41,126 | $1.23M | 0.00% | −6,914−14.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 41,304 | $1.24M | 0.25% | +18,160+78.5% | Added |
| Nilsine Partners, LLC | 41,308 | $1.24M | 0.19% | +41,308 | New |
| Banque Cantonale Vaudoise | 41,345 | $1.24M | 0.06% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 41,736 | $1.25M | 0.99% | −225−0.5% | Reduced |
| IHT Wealth Management, LLC | 41,872 | $1.25M | 0.07% | +1,889+4.7% | Added |
| Marco Investment Management LLC | 42,135 | $1.26M | 0.14% | −500−1.2% | Reduced |
| Roundview Capital LLC | 42,163 | $1.26M | 0.13% | +1,550+3.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 42,282 | $1.27M | 0.03% | −145,000−77.4% | Reduced |
| Citadel Investment Advisory, Inc. | 42,689 | $1.28M | 0.87% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 43,058 | $1.29M | 0.05% | +1,293+3.1% | Added |